Director of Wealth Management

Indianapolis
deserves a wealth
strategy this sharp.

Strategic financial planning for those who demand precision. Brett Mock brings decades of expertise to help Indiana families and businesses build, protect, and grow their wealth with confidence.

Schedule a Consultation (317) 789-7995
Wealth Management
Comprehensive
Tailored strategies for every stage of your financial journey
Based In
Indianapolis
Serving Indiana with local expertise and national perspective
LFG
Affiliated with
Leading financial group providing institutional-grade resources
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What We Offer

Financial services built for
Indiana's ambitious

From personal wealth planning to business strategies, we deliver comprehensive solutions rooted in deep market knowledge and a commitment to your success.

Wealth Management

Holistic portfolio management designed to grow and preserve your assets across market cycles and life stages.

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Retirement Planning

Strategic roadmaps for retirement income, tax efficiency, and legacy preservation that give you peace of mind.

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Risk Management

Protect what matters most with comprehensive insurance solutions and risk assessment strategies.

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Tax Strategy

Intelligent tax planning that works in harmony with your investment strategy to maximize after-tax returns.

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Estate Planning

Thoughtful wealth transfer strategies that honor your values and secure your family's future.

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Business Solutions

Executive benefits, buy-sell agreements, and succession planning for business owners and professionals.

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Professional office setting in Indianapolis
LFG Affiliated
About Brett Mock

A partner you can trust

As Director of Wealth Management at LFG, Brett Mock brings a disciplined, client-first approach to financial planning. Based in Indianapolis, he understands the unique financial landscape of Indiana—from growing businesses to established families building generational wealth.

His philosophy is straightforward: every strategy is personalized, every recommendation is transparent, and every relationship is built on long-term trust. Whether you're planning for retirement, managing complex investments, or protecting your estate, Brett provides the clarity and confidence you need to move forward.

Integrity First Transparent advice, no surprises
Local Expertise Indianapolis roots, national perspective
Proven Results Decades of market experience
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Our Process

A clear path from
vision to reality

We believe great financial planning follows a deliberate process—one that puts your goals at the center and builds every decision around them.

01

Discovery

We start by understanding your complete financial picture—your goals, concerns, and what success looks like for you and your family.

02

Strategy

Using institutional-grade research and market analysis, we design a customized plan aligned with your timeline and risk tolerance.

03

Implementation

We execute with precision—setting up accounts, allocating assets, and establishing the systems that put your plan into action.

04

Ongoing Review

Markets change, life changes. We provide continuous monitoring and adjustments to keep your strategy on course.

Client Perspectives

Trusted by Indiana families
and businesses

"Brett helped us see the full picture of our finances. His straightforward approach and deep knowledge of Indiana's business community made all the difference."

Client Indianapolis Business Owner

"After years of managing investments on our own, working with Brett gave us clarity and confidence. He takes the time to explain everything clearly."

Client Retirement Planning

"The level of attention and personalized service is outstanding. Brett understands the unique challenges Indiana business owners face."

Client Local Professional
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Let's start a conversation

Ready to take the next step in your financial journey? Reach out to schedule a consultation. We'll discuss your goals and show you how we can help.

Office 9000 Keystone Xing
Indianapolis, IN 46240-0100
Phone (317) 789-7995
Email bmock@lfgco.com

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